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ISTHMUS PARTNERS, LLC
RIA/Wealth
ISTHMUS PARTNERS, LLC is a RIA/Wealth based in Madison, WI led by David A Hackworthy, reporting $1.3B in AUM as of Q3 2025 with MSFT as the largest holding (5% allocation).
CIODavid A Hackworthy
- Portfolio Value
- $448.9M
- Positions
- 119
- Top Holding
- MSFT at 5.43%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in ISTHMUS PARTNERS, LLC's portfolio (36.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $24.4M | 5.43% | -$104.1K Sold | 0.00% 47.1K shares | |
Drug Manufacturers - General Healthcare | $18.4M | 4.10% | -$63.2K Sold | 0.00% 99.3K shares | |
Construction Industrials | $18.2M | 4.05% | -$331.2K Sold | 0.02% 43.1K shares | |
Specialty Retail Consumer Cyclical | $16.0M | 3.56% | -$434.1K Sold | 0.07% 29.2K shares | |
Medical - Care Facilities Healthcare | $15.6M | 3.47% | -$176.4K Sold | 0.02% 36.5K shares | |
Household & Personal Products Consumer Defensive | $15.2M | 3.38% | +$13.6M Bought | 0.00% 98.6K shares | |
Banks - Regional Financial Services | $14.9M | 3.31% | -$379.6K Sold | 0.02% 74.0K shares | |
Industrial - Machinery Industrials | $14.5M | 3.23% | -$318.4K Sold | 0.04% 41.5K shares | |
Industrial - Distribution Industrials | $13.7M | 3.05% | -$103.9K Sold | 0.03% 14.4K shares | |
Food Confectioners Consumer Defensive | $13.6M | 3.02% | -$56.7K Sold | 0.04% 72.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in ISTHMUS PARTNERS, LLC's latest filing
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Analytics
Portfolio insights and performance metrics for ISTHMUS PARTNERS, LLC
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